CalPlanning Community, The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2018 December Actuals. The FY2018-19 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis. As part of this release, we applied the annual removal of DeptIDs for planning as requested by the November 9 deadline. We also removed one Chart1 member from CalPlan and HCP as...
The CalPlanning tools (CalPlan, HCP, CalRptg, HCPRptg, SmartView) are available with 2018 December Actuals. The FY2018-19 Forecast Working version has been updated with December Actuals. As a reminder, CalRptg is updated with Actuals on a daily basis.
Dept ID Inactivation
As part of this release, we applied changes for DeptIDs that are in the process of being inactivated. Actuals remain in the original entity but the Forecast and Operating Budget amounts have been moved to the mapped entity....
The CalPlanning FY19 Forecast and FY20 Operating Budget are now available for planning and the months of July and August have been actualized in the Working Forecast. We opened the FY20 operating budget early to allow you to reflect changes that extend into the next year. Additionally, as we will not need to overwrite HCP data with an annual refresh, there is no reason to delay the opening to February. We continually update CalPlanning with monthly Actuals data, including compensation.
When creating a pooled position for NON-work study student workers, select the salary account, A51231- Staff-Exempt from CBR. This salary account is mapped to the benefit account, A530XX_Stat that will not plan any benefits but will apply the current GAEL rate.
The 5 high-level fund buckets in CalPlan and HCP are found within the Fund Group column.
If the Fund Group is not displayed in the default of the Cal Answers Financial Management dashboard report, you can right-click on the column labels in the location where you would like to add the Fund Group column. Select Include column and search for Fund Group from the list of includable columns. If it does not display in the list it may already be included in the report or not available.
We no longer load Vacant Positions from HCM to HCP.
In HCP you create a To Be Hired (TBH) Employee to serve as a placeholder for the compensation expense associated with your planned employee.
From the Manage Existing Employees and Job Codes task list ->Monthly Pay Rate tab right-click and select Manage TBD -> Add TBH. Select the DeptID (defaults to the DeptID in...
There are two versions of the HCP001. Which version you use will depend on which Fiscal Year, Scenario, Version intersection you are running in your report.
1. Employee Salary by Fund and Job Code will display the list of employees with their corresponding job codes for the entity prompted when selecting:
FY19 Operating Budget, all available versions FY18 Forecast, Working and once available both the Q3 Planner Submission and Final Actual Final all Fiscal Years If run for any other Fiscal Year, Scenario, Version intersections the report will return the...
Employee Benefits do not actualize at the employee level in BFS. They are consolidated by chartstring.
When the HCP001 report is run for the Forecast Working for Total Compensation it includes actualized closed months and planned future months. The Actual Journals amounts represent the actualized consolidated employee benefits (Fringe accounts, GAEL, and other accounts that are transacted in BFS at the DeptID level) for the closed months. The Actual Journals may also display when running the HCP001 report for the Actual Final scenario version.
